Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
2025
Q1
$884K Sell
2024
Q4
$1.25M Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.13M Buy
2023
Q4
$872K Buy